DB Long

- Not much to say about this Bank, except to state the obvious, it has been battered over the last few years
- Will allocate long
- I am looking for pull-backs to enter on(might change, depending on price action)
- Time horizon for this allocation is medium term

The counter
- I like the talk of the 'new' `CEO, however talk is cheap, action is not.

Yorum:

Noble Group debt - there is a vote today(noble group) on its CoCo issuance.

DB equity might indirectly benefit, if the restructuring is favourable, perhaps?? - might be a good time to enter DB